

On The Money
interactive investor
Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.
Episodes
Mentioned books

Jun 4, 2021 • 27min
Funds Fan: boost for income investors, Scottish Investment Trust
In this episode, the team discuss increasing global and domestic optimism for dividends. Later, Alasdair McKinnon of the Scottish Investment Trust joins the podcast. In the interview, the fund manager explains why he likes the outlook for gold, and why the trust is ignoring overlooked, over-hyped areas of the market.
Enjoyed listening? Please like and subscribe.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Jun 1, 2021 • 9min
How to invest: why you can't ignore inflation
There is a lot of concern about inflation in the media, but what does the term mean and why does it matter? Mathematician Dr Richard Smith explains, and sounds the warning on why you can't leave cash in the bank in an inflationary environment.
Enjoyed listening? Please like and subscribe.
Want to learn more about the world of investing? Visit our Knowledge Centre: https://www.ii.co.uk/knowledge-centre
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Jun 1, 2021 • 23min
Marcus Phayre-Mudge: The Richard Hunter Interview
Richard is joined by Marcus Phayre-Mudge, fund manager of the TR Property Investment Trust, to discuss investing in physical property, removing liquidity concerns, how the trust has managed during the last 12 months, and the changing environment.
Enjoyed listening? Please like and subscribe.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

May 27, 2021 • 59sec
Coming soon: The ii Family Money Show
In this brand new podcast, Gabby Logan speaks to famous faces about the role money has played in their family life and professional success. She'll also get expert tips to help you get to grips with your own finances.
Joining Gabby for episode one soon is the man behind Blackadder, Four Weddings And A Funeral and Comic Relief, Richard Curtis.
There'll be a new episode every month, so find and follow The ii Family Money Show in your podcast app now to make sure you don't miss out.
The ii Family Money Show is brought to you by interactive investor and also available as a vodcast on the ii YouTube channel.
Follow Gabby on:
Twitter @GabbyLogan
Instagram @gabbylogan
Follow interactive investor:
Twitter @ii_couk
Facebook /weareii
Instagram @interactive_investor
YouTube /interactiveinvestoruk

May 26, 2021 • 19min
Mind & Money: are there differences between men and women when it comes to money?
The investment industry has long been associated with male dominance and a disparity in terms of female representation. In this episode, Becky and Greg discuss whether there are key differences between men and women with regard to finance, social expectations and how we can better frame investment to appeal to women.
Enjoyed listening? Please like and subscribe.
Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas.
Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information.
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

May 25, 2021 • 16min
Richard Perrott: The Richard Hunter Interview
Richard is joined by Richard Perrott, one of the portfolio managers of the Morgan Stanley Global Brands Equity Income fund, to discuss the strategy and objectives of the fund, top holdings, and what the outlook is going forward.
Enjoyed listening? Please like and subscribe.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

May 21, 2021 • 23min
Funds Fan: equity funds in favour and Liontrust Special Situations interview
In this episode, the team examine which equity fund sectors are popular among investors and consider high-yielding investment trusts.
Later, Anthony Cross, manager of the Liontrust Special Situations fund, which appears on interactive investor’s Super 60 rated list of investments, joins the podcast. In the interview, he tells us what he looks for in businesses and discusses the fund’s performance during the Covid-19 sell-off and subsequent recovery. Cross also names a couple of shares with strong pricing power that are well placed to cope with rising levels of inflation.
Enjoyed listening? Please like and subscribe.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

May 18, 2021 • 16min
Keith Ashworth-Lord: The Richard Hunter Interview
The manager of the UK Buffettology fund talks to us about the investment style, top stocks and new acquisitions.
Enjoyed listening? Please like and subscribe.
This episode is also available as a vodcast. Watch the video on the interactive investor YouTube channel at: https://youtu.be/xDfUJe0esVI
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

May 11, 2021 • 26min
What’s investment growth going to do to your pension?
Rebecca O'Connor, head of pensions and savings at interactive investor, is joined by Dan Mikulskis, lead investment adviser and partner at the actuarial consultancy LCP, to discuss a new report: Is 12% the new 8%?
The joint report from interactive investor and LCP highlights the dramatic impact that ‘lower for longer’ investment growth rates could have on retirement outcomes and outlines how individuals, pension providers and policymakers should respond. Read the report to find out:
Why your expectations might be too high;
How growth forecasts on pension statements have come down over time;
What some of the world’s biggest asset managers think stock market growth will look like over the decades to come;
What the impact of this will be for people with defined contribution pensions;
What you can do personally to reduce the impact of lower growth rates on your pension;
What we think providers and the government could do
You can download the report here: https://www.ii.co.uk/knowledge-centre/future-growth
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

May 11, 2021 • 20min
Tom Buckingham: The Richard Hunter Interview
Richard is joined by Tom Buckingham, the portfolio manager of the JP Morgan European Income Investment Trust to discuss the aims and objectives of the trust, top holdings and coping with the volatility of a global pandemic.
Enjoyed listening? Please like and subscribe.
Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.